Stock Taper

ARDEVORA ASSET MANAGEMENT LLP

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aon plcAON34.52K$10.04M
Nucor CorporationNUE32.36K$5.63M
Deere & CompanyDE28.61K$11.44M
Vertex Pharmaceuticals IncorporatedVRTX28.35K$11.54M
Costco Wholesale CorporationCOST25.8K$17.03M
Netflix, Inc.NFLX24.27K$11.82M
Eli Lilly and CompanyLLY23.95K$13.96M
McKesson CorporationMCK22.36K$10.36M
Cadence Design Systems, Inc.CDNS22.18K$6.04M
Roper Technologies, Inc.ROP20.26K$11.04M
KLA CorporationKLAC19.61K$11.4M
Lockheed Martin CorporationLMT19.13K$8.67M
Adobe Inc.ADBE18.7K$11.16M
Cintas CorporationCTAS17.97K$10.83M
West Pharmaceutical Services, Inc.WST15.95K$5.62M
ServiceNow, Inc.NOW15.33K$10.83M
W.W. Grainger, Inc.GWW13.36K$11.07M
Lululemon Athletica Inc.LULU12K$6.14M
Synopsys, Inc.SNPS10.98K$5.65M
IDEXX Laboratories, Inc.IDXX10.88K$6.04M